Analyze financials quickly with industry standard formats, tax forms, and customizable spread templates.
Prepare a comprehensive package for your loan committee to make a decision using templates that you define.
Use a combination of objective and subjective measures to standardize and justify your risk ratings.
Effectively manage your documentation and loan exceptions with configurable ticklers that are automatically created as loans move through the various stages of approval and servicing.
Securely store documents across your organization. From credit files to human resources, vendor management, and internal documents, digitized files are at your fingertips.
As external factors change, evaluate your borrower’s ability to repay their obligations by stressing cash flow, interest rates, and more at any point.
Collections & Work-Out
If your borrower’s situation deteriorates, effectively manage your efforts to collect on any delinquent loans.
Pipeline and Workflow
Your loan staff are juggling many responsibilities every day. Help them answer: “What do I need to work on?”
Electronic Tax Return Reader
Save valuable time in reducing the need for manual data entry by importing a PDF tax return for automated spreading.
Whether you use an internal tool or another provider, the CECL Extract can be the data source you need.
Harness your data in powerful reports that segment your loan portfolio. Focus on the parts of your portfolio that need the most attention.
A single loan management system is key to efficiency, and seamless integrations reduce data entry further.